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Dimensional US Real Estate ETF
DFAR

286 hedge funds and large institutions have $1.19B invested in Dimensional US Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 145 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 69

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

9% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$94.2M)

1% more funds holding

Funds holding: 283 → 286 (+3)

0% more call options, than puts

Call options by funds: $237K | Put options by funds: $237K

0.9% less ownership

Funds ownership: 77.21% → 76.31% (-0.9%)

Holders
286
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
3.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.31%
New
28
Increased
145
Reduced
69
Closed
19
Calls
$237K
Puts
$237K
Net Calls
–
Net Calls Change
-$364K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$15.2M
2
CIA
Concurrent Investment Advisors
Florida
+$10.7M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.97M
4
NBWM
North Berkeley Wealth Management
California
+$6.1M
5
AC
Apella Capital
Connecticut
+$5.45M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$6.11M
2
SC
Savant Capital
Illinois
-$5.91M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.48M
4
BCI
Brinker Capital Investments
Pennsylvania
-$4.51M
5
BA
Bridgewater Advisors
New York
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$10.6M +$10.7M +446,859 New
PS
27
Pinney & Scofield
Massachusetts
$10.2M +$1.39M +57,931 +16%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$10.1M +$7.97M +331,456 +341%
SAM
29
Satovsky Asset Management
New York
$10.1M +$130K +5,391 +1%
AC
30
Apella Capital
Connecticut
$10M +$5.45M +226,509 +140%
NBWM
31
North Berkeley Wealth Management
California
$9.96M +$6.1M +253,820 +152%
BHWM
32
Beaird Harris Wealth Management
Texas
$9.87M -$2.51M -104,423 -20%
OFA
33
Onyx Financial Advisors
Idaho
$9.77M +$942K +39,190 +10%
FFM
34
Forum Financial Management
Illinois
$9.49M +$9.54K +397 +0.1%
HSG
35
Helen Stephens Group
Texas
$9.22M +$291K +12,116 +3%
LPL Financial
36
LPL Financial
California
$9.04M -$1M -41,637 -10%
Betterment LLC
37
Betterment LLC
New York
$9.03M +$655K +27,251 +8%
PFA
38
Pillar Financial Advisors
Kentucky
$8.35M +$966K +40,193 +13%
CPW
39
Crestmont Private Wealth
Texas
$8.02M +$213K +8,862 +3%
SPWM
40
Straight Path Wealth Management
Michigan
$7.62M +$809K +33,655 +12%
DAS
41
Dynamic Advisor Solutions
Arizona
$7.44M +$279K +11,610 +4%
FH
42
Financial Harvest
Florida
$6.96M +$592K +24,628 +9%
PAG
43
Private Advisor Group
New Jersey
$6.95M +$401K +16,666 +6%
CW
44
Curio Wealth
Maryland
$6.74M +$405K +16,829 +6%
VAG
45
Vannoy Advisory Group
Texas
$6.68M +$102K +4,247 +2%
AC
46
AWM Capital
Arizona
$6.27M +$246K +10,242 +4%
PFG
47
Pinnacle Financial Group
Illinois
$6.1M -$31.1K -1,294 -0.5%
SFO
48
Stokes Family Office
Louisiana
$5.83M -$395K -16,416 -6%
OA
49
Oceanside Advisors
South Carolina
$5.56M +$312K +12,996 +6%
CPIG
50
Chicago Partners Investment Group
Illinois
$5.5M +$130K +5,390 +3%
1
2
3 4 5

DFAR Hedge Fund Activity: Q1 2026 in Review

286 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q1 2026, worth a combined $1.19B — up 8.6% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAR positions and 19 closed out — a net gain of 9 holders — while 145 added to existing stakes and 69 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $15.2M. The largest seller was Prudential Financial, cutting an estimated $6.11M.

  • 286 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q1 2026, up from 283 in Q4 2025.
  • Funds reported $1.19B of Dimensional US Real Estate ETF stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 28 funds opened new Dimensional US Real Estate ETF positions in Q1 2026 and 19 closed out, a net change of +9 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q1 2026 was Two Sigma Investments, an estimated $15.2M added.
  • The largest Dimensional US Real Estate ETF seller in Q1 2026 was Prudential Financial, an estimated $6.11M sold.

Based on aggregated 13F filings for Q1 2026.